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1104.TW$28.60+1.64%
Fair $28.60+0.0%

1104.TW

1104.TW

Basic Materials / Building MaterialsTaiwan

$28.60

+0.45 (+1.64%)

Fairly Valued+0.0%Fair Value $28.60Fund rank 36/100 · Data gapFallback financials|
SA 42/C
F-Score: 4/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.4B · quality 75.7/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 73/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

42/100

C

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · 1104.TWLocal privado en este navegador · 1104.TW
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$0

P/E

11.2x

↓

EV/EBITDA

9.3x

↓

ROE

7.3%

↑

Gross Margin

23.2%

↑

Debt/Equity

0.15

↓
52-Week Range$29
$26$33

TradingView lightweight chart

1104.TW price, volumen y niveles de valoración

Último $27.90Periodo +673.6%
Fair value: $28.60

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+3.9%

FCF CAGR

+17.7%

FCF margin

14.1%

FCF / Net income

0.64x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $7.92B · net income $1.76B · FCF $1.12B

2022-FY → 2025-FY

Gross margin

23.2%+3.9% pts

Operating margin

15.4%+3.3% pts

Net margin

22.2%-6.8% pts

FCF margin

14.1%+4.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$7.92B$7.92B$7.95B$7.80B$7.06B
Net Income$1.76B$1.76B$1.48B$2.11B$2.04B
EBITDA$2.33B$2.33B$2.07B$2.82B$2.60B
EPS——2.153.062.96
Gross Margin23.2%23.2%20.1%19.8%19.4%
Operating Margin15.4%15.4%13.3%12.4%12.1%
Net Margin22.2%22.2%18.6%27.0%28.9%
Balance Sheet
Debt/Equity0.150.150.110.130.18
Current Ratio1.741.74———
Cash Flow
Free Cash Flow$1.12B$1.12B$1.73B$1.35B$686.6M
Returns
ROE7.3%7.3%6.3%9.6%9.8%
Valuation
P/E11.2211.2213.149.427.19
EV/EBITDA9.279.279.937.566.77
P/B0.810.810.820.910.70
Growth & Yield
Revenue Growth-0.4%-0.4%1.9%10.6%—
EPS Growth——-29.7%3.4%—
Dividend Yield6.1%6.1%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +1.0%

Total return

+1.0%

Start / end P/E

n/dx → n/dx

EPS bridge

2.15 → n/d

Residual

-5.1%

EPS growthn/d
Multiple reratingn/d
Dividend+6.1%
Residual / FX / buybacks / cross-term-5.1%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.